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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,781 | $50,919+255.0% | $155,556+16.2% | $77,762+132.5% |
| Participation rate | 68.0% | 63.1%+4.9pp | 78.2%-10.2pp | 70.6%-2.6pp |
| Annual return | 13.29% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $6,549 | $1,991+228.9% | $4,675+40.1% | $2,728+140.1% |
| Participant deferral / active EE | $3,900 | $2,824+38.1% | $5,631-30.7% | $4,651-16.2% |
| Admin fee / account holder | $38 | $437-91.4% | $15,885-99.8% | $433-91.3% |